Japan has already been trading like an EM for months (JGB yields up but JPY down) and you want to sell gold because the new Fed chairman was hawkish in 2011? https://t.co/Qu8fxPeaWq
Original source ↗  |  February 02, 2026 at 00:29 UTC  |  Twitter - @lukegromen

Here are the actionable trade ideas extracted from the tweets:

IDEA [3] TICKER: SPY (or broad market index) DIRECTION: short/avoid THESIS: A government shutdown is expected to lead to market "ugliness" due to trapped liquidity in the TGA, suggesting further downside for equities. SPEAKER: @raoulgmi TIMEFRAME: short-term

IDEA [8] TICKER: SPY (or US equities) DIRECTION: short/avoid THESIS: If Warsh implements Quantitative Tightening (QT), it removes the Fed put, significantly increasing left tail risk for US equities. SPEAKER: @humacapital TIMEFRAME: medium-term

IDEA [9] T

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